Dynasty Wealth Management’s Intuit INTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Sell |
3,226
-989
| -23% | -$779K | 0.04% | 72 |
|
|
2025
Q1 | $2.59M | Sell |
4,215
-144
| -3% | -$88.4K | 0.04% | 77 |
|
|
2024
Q4 | $2.74M | Buy |
4,359
+371
| +9% | +$233K | 0.05% | 80 |
|
|
2024
Q3 | $2.48M | Sell |
3,988
-143
| -3% | -$88.8K | 0.07% | 61 |
|
|
2024
Q2 | $2.71M | Sell |
4,131
-57
| -1% | -$37.5K | 0.08% | 70 |
|
|
2024
Q1 | $2.72M | Buy |
+4,188
| New | +$2.72M | 0.09% | 65 |
|